Stocks and Securities

The sale of appreciated stocks, bonds, and mutual funds can often create a significant tax burden at tax time. You can avoid this burden by gifting shares directly to ICR. Shares that have been held for at least one year can be given to ICR, providing significant tax savings by allowing you to deduct the full market value from income tax while also avoiding capital gains tax—a wonderful “double” benefit to both ICR and you.

Below please find information for transferring gifts of stock to ICR’s brokerage account. You can also access the information as a downloadable PDF. Please let ICR know about your stock gift by calling our Business Department at 800.337.0375 or emailing us at stewardship@icr.org. This will assist ICR in properly accounting for and receipting your gift for tax deduction purposes.

Gifts of stock to ICR can be transferred via our brokerage account at:

TD Ameritrade
700 N Pearl St., #N211
Dallas, TX 75201-7465

Should you need to speak personally with a TD Ameritrade broker representative, please contact our local branch office at 214.740.1980 (direct) or 800.669.3900 (toll-free).